QuickBooks Online Edition
Conversion Instructions
QuickBooks Online Edition (QBO V78)
Introduction
As Winslow Community FCU completes its system conversion, you will need to modify your QuickBooks
Online Edition settings to ensure the smooth transition of your data. Please reference the dates next to
each task as this information is time sensitive. To complete these instructions, you will need your User ID
and Password for the Winslow Community FCU website.
It is important that you perform the following instructions exactly as described and in the order presented.
If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.
Documentation and Procedures
Conversion – Information only
QuickBooks Online data is stored on Intuit servers in the cloud. Since we update your records
with every change, we cannot restore your file to a previous point in time.
QuickBooks Online automatically updates your selected version so you are always on the
latest release.
IMPORTANT:
QuickBooks Online edition connectivity services may be interrupted up to 3-5
business days after the conversion is complete.
NOTE:
Please skip to page 4 if you Manually Import Transactions.
1. Choose Transactions > Banking.
2. In the upper right corner, click Add Account.
3. Enter Winslow Community FCU and click Find.
4. Click the link for Winslow Community FCU.
5. Type your User Id and Password and click Log In.
6. If the bank requires extra information, enter it to continue.
7. Choose an account type for each account you’re connecting.
8. Click Connect to download up to 90 days of transactions.
NOTE:
If you need a shorter date range, click Need a shorter date range? at the top
and choose between 0, 7, or 30 days.
9. After your download finishes, click the New Transactions tab to see what was
downloaded.
Task 1: Match Downloaded Transactions
1. If new transactions were received from your connection, accept all new transactions on
the Transactions > Banking page. Simply check off all the New/Matched transactions
and click Batch Action to "Accept Selected".
2. If you need assistance matching transactions, choose Help menu > Search for Matching
Transactions and follow the instructions.
Task 2: Deactivate Your Account(s) At Winslow Community FCU on or after 8/01/2016
1. Choose Transactions > Banking.
2. Click on the account you'd like to disconnect, then click the Pencil Icon.
3. Click on Edit Account Info.
4. Check the box next to Disconnect this account on save.
5. Click Save.
6. Repeat steps 2—6 for each account at Winslow Community FCU.
Task 3: Re-activate Your Account(s) at Winslow Community FCU on or after 8/01/2016
1. Choose Transactions > Banking.
2. In the upper right corner, click Add Account
3. Enter Winslow Community FCU, and click Find.
4. Click the link for Winslow Community FCU.
5. Type your User ID and Password. Click Log In.
6. Ensure you associate the account for Winslow Community FCU to the appropriate
account already listed under QuickBooks Accounts. You will want to select the matching
accounts in the drop-down menu.
IMPORTANT: Do NOT select +Add new. If you are presented with accounts you do
not want to track in this data file, Uncheck the box next to the Account name.
7. After all accounts have been matched, click Connect.
8. When the download is finished click I'm done. Let’s go!
Task 4: Excluding Duplicate Transactions
1. Choose Transactions > Banking.
2. In the New Transactions section, click the checkboxes for the transactions you want to
exclude.
3. Click Batch Actions > Exclude Selected.
NOTE:
If you accidentally exclude a transaction, you can include it again.
Task 5: Undo Excluded Transactions
1. Choose Transactions > Banking.
2. Click the Excluded tab.
3. Click the checkboxes for the transactions you want to include.
4. Click Batch Actions > Undo.
5. Transactions will appear again in the New Transactions tab for you to work with.
Additional Instructions: Manually Import Transactions
1. Log in to Winslow Community FCU website at www.wcfcu.com.
2. Download one of the following Web Connect files.
a. .qbo (QuickBooks)
b. .qfx (Quicken)
3. In QuickBooks Online, choose Transactions > Banking.
4. In the upper right corner, click File Upload.
5. Click Browse and select Winslow Community FCU Web Connect file from your
computer.
6. Click Next.
7. In the drop-down menu, select the account where you'd like to upload the transactions.
8. When the download is finished click I'm done. Let’s go!
9. After your download finishes, click the New Transactions tab to see what was
downloaded.
Thank you for making these important changes!